Services
How we work
We operate as an extension of your research team. A specialist partner that understands the difference between a working financial model and a superficially plausible one.
Deliverables
What you receive
Task prompts
Precisely scoped scenarios with real-world constraints, judgment calls, and domain-specific complexity. Each prompt maps to its golden model output.
Reference models
Multi-tab Excel models built to institutional standards. Formula-driven, no hardcoded values. LBO, DCF, project finance, and more.
Evaluation rubrics
30+ binary scoring criteria per task covering technical integrity, methodology, edge-case handling, and sourced tolerances.
Review documentation
Quality notes, rebuild verification, error classification, and technical sign-off from senior reviewers.
Team Structure
Expert pods
Work is organized in small, specialized pods modeled on investment banking deal teams. Each pod combines deep modeling expertise with built-in quality control. We match experts to tasks by domain fit.
Pod Lead
Senior professional (4+ years IB/PE). Sets quality standards, reviews output, owns task integrity.
Builders
Mid-level finance professionals selected for specific domain fit. Build models, write prompts, create rubrics.
Reviewer
Independent technical review. Checks formula integrity, schedule linking, and edge-case behavior.
Engagement
Flexible engagement models
We adapt to your needs. Flexible scoping based on task complexity and pipeline requirements.
Best for first engagement
Pilot
Initial workstream to prove quality and fit. Typically 3-5 tasks. Full rate from day one.
Most common
Scoped batch
Defined deliverables, agreed timeline. Milestone-based delivery with review gates.
For ongoing programs
Dedicated capacity
Reserved specialist capacity with priority scheduling and agreed review SLAs.